Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Hold
2025
Q1
$219K Buy
2020
Q1
Sell
2019
Q4
$319K Hold
2019
Q3
$344K Hold
2019
Q2
$364K Buy
2018
Q1
Sell
2017
Q4
$217K Hold
2017
Q3
$232K Buy
2017
Q2
Sell
2017
Q1
$201K Buy